Matt McKellar, ChFC, CFP

(425) 746-ICON

10655 NE 4th Street Suite 704, Bellevue, WA, 98004

ICON is one of the industry's leading comprehensive wealth planning and consulting firms. We formed ICON out of a primary desire to help people, so we created a firm where we could focus on helping people understand and make informed decisions regarding their financial well being. As we embark on working relationships with our clients that span decades, it is our unbiased and expert knowledge that holds the key to our mutual success. Gaining and keeping wealth requires education, and it is extremely hard to navigate in the financial world if you don't have someone you can trust to teach you the rules. Just as businesses hire their Chief Financial Officers to educate and help keep them informed of decisions that can make or break their firms, your finances should be managed in a similar manner. It's not a surprise if you haven't been exposed to a relationship like this, but maybe it's time you started working with your own Personal CFO. Welcome to ICON. We are here to help.